New Client Profile

To better work together, please complete the form below.

Note: We will do our best to accommodate your preferences for meeting times.

Name

Company

Email

Name of Secondary Point of Contact

Email of Secondary Point of Contact

Reoccuring Meeting Preference

Zoom Teams Phone

Best Week of the Month (Select All That Apply)

First Second Third Fourth

Best Weekday to Meet - First Option

Monday Tuesday Wednesday Thursday Friday

Best Time On That Day

Best Weekday to Meet - Second Option

Monday Tuesday Wednesday Thursday Friday

Best Time On That Day

Preferred Communication Method

Email Phone Text No Preference

Preferred File Sharing

Google Drive Microsoft365 Shared Folder Email Only No Preference

Billing Preference

Mail Email

Payment Preference

Check Credit Card

Additional Notes